Michael Picardi is a financial advisor at Freedom Investments, Corp. with 2 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Sanford C. Bernstein & Co., LLC and Dalmore Group LLC. Freedom Investments, Corp. offers advisory services focused on pooled vehicles and institutional strategies, alongside consulting and portfolio review for individuals and businesses. The firm emphasizes non-discretionary, project-based work, including fund structuring, capital-formation support, and investment technology development.

James Strugger is a financial advisor at Kineo Capital LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Predata Inc. and MKM Partners LLC. Kineo Capital primarily serves high-net-worth individuals, family offices, pooled investment vehicles, and small institutions, overseeing approximately $258 million in discretionary assets. The firm focuses on single-stock long/short momentum strategies and derivative-based risk solutions, managing accounts on a discretionary basis with regular monitoring and monthly reporting.

Fuqi Chen is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Angel Light Capital and Bank of Communications Management Service. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Ryan Berman is a financial advisor at Chesapeake Asset Management LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Chesapeake since 2022. His prior experience includes roles at Cherry Lane Capital LLC and Morgan Stanley. Chesapeake Asset Management is an SEC-registered investment adviser serving individuals, families, retirement accounts, corporations, and pooled investment vehicles. The firm offers discretionary public-markets portfolio management and customized global multi-asset class portfolios, and it acts as investment manager and general partner for private pooled vehicles.

Joshua Young is a financial advisor at Oak & Reed Capital Management, LLC, holding a Series 66 designation with nine years of industry experience. He has been associated with Merrill Lynch since 2007 and is involved in talent management and fashion consulting through Brooklyn Boyz Production. Oak & Reed Capital Management serves individuals, trusts, pension and profit-sharing plans, and small businesses, offering portfolio management and financial planning services. The firm’s investment approach combines fundamental analysis with technical and macroeconomic factors, and it provides pension consulting with a fiduciary role under ERISA.

Daniel Ziment is a financial advisor at Ziment Financial Advisors, Inc. with five years of industry experience. He previously worked at Morgan Stanley & Co LLC and Goldman Sachs & Co LLC and has a background that includes roles at The Wharton School and Evolent Health. He holds Series 63 and Series 65 licenses. Ziment Financial Advisors, Inc. provides discretionary portfolio management and financial planning primarily for high-net-worth and individual clients. The firm employs a risk-budget framework and derivative-based strategies to manage market exposure and risk, using quantitative models and real-time market data.

John Luedke is a financial advisor at Malatai Capital LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Michigan State from 2011 to 2023. Outside of his advisory role, he also works as a consultant for Mantis Innovation. Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals and related entities, focusing on equity securities. The firm uses a combination of fundamental analysis and daily technical reviews to tailor investment programs to clients’ objectives and risk tolerances, and it employs performance-based compensation for qualified clients.

Lorne Bycoff is a financial advisor at The Bycoff Group LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Triad Hybrid Solutions, Bank of America, N.A., and Merrill. Outside of his advisory work, he serves on the Duke Young Alumni Development Council and assists with grant processes for Men of Reform Judaism. The Bycoff Group LLC provides discretionary investment advisory services primarily to high net worth individuals, families, trusts, estates, business owners, and institutions. The firm employs an equity-focused, growth-oriented investment approach with concentrated allocations and offers consulting, third-party manager evaluations, and multiple portfolio strategies, including tools such as options, margin, and short sales to achieve client objectives.

Dwarka Kalantry is a CFA® charterholder with 38 years of industry experience. He is a principal of Kalantry Advisors LLC and has previously worked at Sagepoint Financial, Inc., as well as operating as a self-employed CPA since 1976. He continues to maintain an active CPA practice through a partnership structure. Kalantry Advisors LLC provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm operates mainly on a non-discretionary basis, using a combination of analytical approaches and coordinating with an external managed-account platform.

Yannik Mahlangu is a financial advisor at Zulu Dreams Capital LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services Inc. and AXA Advisors, LLC. Outside of finance, Mahlangu coaches tennis at Mountainside Racquet Club. Zulu Dreams Capital LLC provides portfolio management and investment advisory services primarily to individual clients, employing a combination of charting, cyclical, fundamental, and quantitative analysis to construct diversified portfolios. The firm manages approximately $4.1 million across a small client base and conducts regular portfolio reviews without accepting performance-based or prepaid advisory fees.

Peter Koutromanos is a CFA® charterholder with eight years of industry experience, currently serving at Avior Capital Markets US, LLC since 2020. He has been involved with Avior Capital Markets since 2005 and holds director roles in several affiliated entities, including Avior Capital Markets Holdings Proprietary Limited and Groombridge Nominees Proprietary Limited. Avior Capital Markets US, LLC serves U.S. institutional clients by facilitating the distribution of foreign equity research and execution of foreign securities transactions on an agency basis. The firm operates with a focused business model centered on institutional research distribution and transaction facilitation, maintaining close operational integration with its foreign affiliates.

Kuen Chan is a financial advisor at Leeb Capital Management, Inc. in New York, NY, holding a Series 65 credential with 7 years of industry experience. He has been with Leeb Capital Management since 2008. Outside of his advisory role, Chan works as a contractor editor writing general investment articles for Capitol Information Group. Leeb Capital Management provides investment supervisory and portfolio management services to individuals, institutions, trusts, pensions, and profit-sharing plans, managing approximately $111.9 million across about 60 accounts. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental security selection across several core strategies, and its principals actively publish a paid newsletter related to market insights.

Thomas Menacho is a financial advisor at Kineo Capital LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at HSBC Securities (USA) Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kineo Capital primarily serves high-net-worth individuals, family offices, pooled investment vehicles, and small institutions, managing approximately $258 million in discretionary assets. The firm employs single-stock long/short momentum strategies and derivative-based risk solutions, offering discretionary portfolio management, subadvisory services, and cryptocurrency portfolio management to qualified clients.

Sherli Looi is a Series 65-licensed financial advisor at Garrison Bradford & Associates Inc with four years of industry experience. She has been with the firm since 2012. Garrison Bradford & Associates is an SEC-registered, fee-based investment adviser that provides discretionary, separate-account management to individuals, tax-exempt entities, and investment partnerships. The firm focuses on long-term, fundamentally driven growth investing and tailors accounts to client objectives while managing risk through diversification.

Antonio Gonzalez is a financial advisor at Great Wealth Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Apex Clearing Corporation. Outside of his advisory role, he is involved in business consulting through Great Wealth Consultants LLC and participates as a non-equity partner in an investment banking venture focused on mergers and acquisitions. Great Wealth Investments is a small registered investment adviser serving primarily individual and high-net-worth clients. The firm offers discretionary portfolio management with a focus on equities and ETFs, combining fundamental and technical analysis, and provides standalone financial planning and advice.

Oleg Zviagin is a financial advisor with Elevate Planners, an independent SEC-registered firm, and holds a Series 65 credential. He has four years of industry experience, with prior roles at Proxy Wealth Advisors, Proxy International, Proxy Freedom, CAPTRUST, FCE Group, and Circle Advisors. In addition to his advisory work, he is a licensed insurance agent. Elevate Planners provides comprehensive financial planning and portfolio management for individuals, small businesses, and corporate retirement clients. The firm employs a combination of active management and Modern Portfolio Theory-based allocation, tailoring portfolios to clients’ specific needs and offering discretionary management through sub-advisers when appropriate.

Mayuko Hamazaki is a financial advisor at GT Investment Management, LLC, holding Series 63 and Series 65 licenses with six years of industry experience. She has previously worked at SMBC Nikko Securities America, Inc. and Sumitomo Mitsui Banking Corporation. Outside of her advisory role, Hamazaki serves as a board director for the nonprofit organization Hands for Prosperity. GT Investment Management provides investment advice and financial planning primarily to high-net-worth individuals. The firm offers tailored portfolio management and consulting services, utilizing a range of investment strategies and instruments to align with client objectives and risk tolerance.

Maximillian Alden is a financial advisor at Vanquour LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Vanquour, he worked at Alden Advanced Technologies for five years and has held roles in educational institutions including Holderness School and Dutchess Day School. Vanquour LLC provides discretionary investment management, financial planning, and retirement plan advisory services primarily to high net worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a customized, long-term investment approach using diversified mutual funds, ETFs, individual securities, and third-party managers, with research combining fundamental and technical analysis.

Kuldeepak Acharya is a financial advisor at Anchín Wealth Management LLC in New York, NY, holding a Series 66 designation with 19 years of industry experience. He has worked at Anchín Wealth Management since 2015 and has been associated with related entities including AnchIn Capital LLC and the CPA firm Anchin, Block & Anchin since 1993. Outside of his advisory role, he is involved with Anchin, Block & Anchin LLP, a CPA firm operating in New York. Anchín Wealth Management serves high net worth individuals, providing advisory services primarily through referrals to third-party money managers. The firm focuses on evaluating and recommending select managers while facilitating communication between clients and those managers.

Melissa Rosenfeld is a financial advisor at Lisch Investment Management LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Leigh Baldwin & Co., LLC and Securities Service Network, Inc. Rosenfeld is also a certified public accountant with significant involvement in an affiliated accounting and tax services firm. Lisch Investment Management LLC is a fee-only adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach focused on income and growth, managing diversified portfolios on a discretionary basis with regular reviews and adjustments.